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Start with a template that brings Boond and Clio together. Build enterprise-grade automation in minutes.

Our most popular template

Create new Boond companies from Clio activities
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Clio + Boond

Create new Boond companies from Clio activities

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Clio + Boond

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Boond with Clio - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Company" from Boond.

Add your action

An action happens after the trigger—such as "Assign Task Template List" in Clio.

You’re connected!

Zapier seamlessly connects Boond and Clio, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Company
ADMIN ONLY: Triggers when a new company is created
Trigger
Instant
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Company Updated
ADMIN ONLY: Triggers when a company is updated
Trigger
Instant
Try It
Invoice Updated
ADMIN ONLY: Triggers when a invoice is updated
Trigger
Instant
Try It
New Contact
ADMIN ONLY: Triggers when a new contact is created
Trigger
Instant
Try It
New Opportunity
ADMIN ONLY: Triggers when a new opportunity is created
Trigger
Instant
Try It

New Resource
ADMIN ONLY: Triggers when a new resource is created
Trigger
Instant
Try It
Opportunity Updated
ADMIN ONLY: Triggers when a opportunity is updated
Trigger
Instant
Try It

Resource Updated
ADMIN ONLY: Triggers when a resource is updated
Trigger
Instant
Try It
- Contact id
  Required
- Action typeOf
- Action text
  Required
- Start date
- Id responsable action
- Dictionary Language
Action
Write
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
Action
Write
- Contact id
- Contact Company id
- Title
  Required
- Description
- Criteria
- Reference
- State
- Type of
- Origin typeOf
- Origin detail
- Expertise area
- Activity Areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start Date
- Dictionary Language
Action
Write
- Parent ID
  Required
- Parent type
  Required
- File URL
Action
Write
- Candidate Id
  Required
- First name
- Last name
- Civility
- State
- Email1
- Phone1
- Address
- Postcode
- City
- Country
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Contact id
  Required
- Company id
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Dictionary Language
Action
Write
- Resource id
  Required
- Civility
- First name
  Required
- Last name
  Required
- Type of
- Title
- State
- Email1
  Required
- Email2
- Email3
- Phone1
- Phone2
- Phone3
- Address
- Postcode
- Town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Date of availability
- Information comments
- Dictionary Language
Action
Write
- Company id
- Company Name
Action
Search
- Log id
  Required
Action
Search
- Candidate email
- First name
  Required
- Last name
  Required
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Source (Type)
- Source (detail)
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Search or write
- Contact Email
- Company id
  Required
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Search or write
New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Entry
Triggers when a new calendar entry is created.
Trigger
Instant
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- Contact Type
Trigger
Instant
Try It
New Matter
Triggers when a new matter is created.
Trigger
Instant
Try It
New Matter Note
Triggers when a new matter note is created.
Trigger
Polling
Try It
Task Status Updated
Triggers when the status of a task has changed.
Trigger
Instant
Try It
- Clio Contact ID #
  Required
- Company Name
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Matter
- Date of Communication
- Subject
  Required
- Body
  Required
- Type of Communication
  Required
- Type of Recipient
- Type of Sender
Action
Write
- Expense Category
- Description
- Date
  Required
- Price
- Matter
- Matter Note
- User
Action
Write
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Activity Category
- Description
- Date
  Required
- Time
- Price
- Matter
- Matter Note
- User
Action
Write
- Matter
  Required
- Client
- Client Reference
- Matter Description
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Write
- Document
  Required
- Matter
  Required
Action
Write
- Invoice_number
- Matter_id
- Client_id
Action
Search
Find Contact by Custom Field
Find newest contact by custom field.
Action
Search
- Client Email
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Search or write
- Search Type
- Search Value
  Required
- Prefix
- First name
  Required
- Middle name
- Last name
  Required
- Title
- Date of Birth
- Street
- City
- Province
- Postal Code
- Country
- Email Address
- Website
- Phone Number
- Instant Messenger
- Company
Action
Search or write

Candidate Updated
ADMIN ONLY: Triggers when a candidate is updated
Trigger
Instant
Try It
Contact Updated
ADMIN ONLY: Triggers when a contact is updated
Trigger
Instant
Try It
New Candidate
ADMIN ONLY: Triggers when a new candidate is created
Trigger
Instant
Try It
New Invoice
ADMIN ONLY: Triggers when a new invoice is created
Trigger
Instant
Try It
New Project
ADMIN ONLY: Triggers when a new project is created
Trigger
Instant
Try It
New Action or Action Updated
ADMIN ONLY: Triggers when a new action is created, or when an action is updated
Trigger
Instant
Try It
Project Updated
ADMIN ONLY: Triggers when a project is updated
Trigger
Instant
Try It
- Candidate id
  Required
- Action typeOf
  Required
- Action text
- Start date
  Required
- Id responsable action
- Dictionary Language
Action
Write
- First name
  Required
- Last name
  Required
- Civility
- State
- Email
- Phone
- Address
- Postcode
- City
- Country
- Source (Type)
- Source (detail)
- Title
- Skills
- Availability
- Date of availability
- Date of birth
- Place of birth
- Nationality
- Current salary
- Desired salary - Low range
- Desired salary - High range
- Desired contract type
- Experience
- Education
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Company id
  Required
- Civility
- First Name
  Required
- Last Name
  Required
- State
- Email1
- Phone1
- Fax
- Address
- Postcode
- Town
- Country
- Origine TypeOf
- Origin detail
- Activity areas
- Information comments
- Tools
- Department
- Function
- Social Network - Facebook URL
- Social Network - Viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Dictionary Language
Action
Write
- Civility
- First name
  Required
- Last name
  Required
- Type of
- Title
- State
- Email1
  Required
- Email2
- Email3
- Phone1
- Phone2
- Phone3
- Address
- Postcode
- Town
- Country
- Date of birth
- Mobility areas
- Average daily price excluding tax
- Availability
- Information comments
- Facebook URL
- Viadeo URL
- Linkedin URL
- Twitter URL
- Main manager id
- HR manager id
- Agency id
- Contract typeOf
- Employee category
- Classification
- Contract start date
- Contract end date
- Contract probation end date
- Contract renewal probation end date
- Monthly salary
- Average Daily Cost
- Contract information comments
- Dictionary Language
Action
Write
- API Endpoint
  Required
- HTTP Method
  Required
- Request Body (JSON)
Action
Write
- company id
  Required
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (Detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Staff
- Dictionary Language
Action
Write
- Opportunity id
  Required
- Title
  Required
- Description
- Criteria
- Reference
- State
- Type of
- Origin typeOf
- Origin detail
- Expertise area
- Activity Areas
- Place
- Duration
- Estimated Budget
- Turnover Estimated Excluding Tax
- Weighting
- Start Date
- Dictionary Language
Action
Write
- Candidate email
Action
Search
- Contact Email
Action
Search
- Resource email
Action
Search
- Company id
- Company Name
- Name
  Required
- State
- Website
- Phone1
- Fax
- Address
- Postcode
- town
- Country
- Number
- Origin (Type)
- Origin (detail)
- Expertise area
- Information comments
- Vat Number
- Registration number
- Legal status
- Registered office
- APE code
- Social Network - Facebook URL
- Social Network - viadeo URL
- Social Network - Linkedin URL
- Social Network - Twitter URL
- Staff
- Dictionary Language
Action
Search or write
New Activity
Triggers when a new activity is created.
Trigger
Instant
Try It
Bill State Updated
Triggers when the state of a bill has changed.
Trigger
Instant
Try It
New Communication
Triggers when a new communication is created.
Trigger
Instant
Try It
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
- Event
  Required
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
- Matter ID
  Required
- Task Template List
  Required
- Notify Assignees
  Required
- Due At
Action
Write
- Summary
  Required
- Description
- Location
- Starts at:
  Required
- Ends at:
  Required
- All Day Event
- Send Email Notification
- Calendar
  Required
- Contact Attendee
- Matter
Action
Write
- Company Name
  Required
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
Action
Write
- Name
  Required
- Matter
  Required
Action
Write
- Note Subject
  Required
- Note Detail
  Required
- Matter
  Required
- Date
Action
Write
- Name
  Required
- Description
  Required
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Assignee
- Notify Completion
- Statute of Limitations
Action
Write
- Clio Contact ID #
  Required
- Prefix
- First name
- Middle name
- Last name
- Title
- Date of Birth
- Email Address
- Street
- City
- Province
- Postal Code
- Country
- Website
- Phone Number
- Instant Messenger
- Company
Action
Write
- Task ID
  Required
- Name
- Description
- Type of Assignee
  Required
- Matter
- Task Due Date
- Task Priority
- Task Status
- Notify Completion
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
Action
Search
Find Matter by Custom Field
Find newest matter by custom field.
Action
Search
- Search Value
  Required
Action
Search
- Search Type
- Search Value
  Required
- Client
  Required
- Group
- Client Reference
- Matter Description
  Required
- Practice Area
- Originating Attorney ID#
- Responsible Attorney ID#
- Pending Date
- Open Date
- Close Date
- Location
- Status
- Billable
- Status
- Due At
- Destroy?
- Budget
- Include Expenses?
- Notification Threshold
- Notify Users?
Action
Search or write

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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Connect Boond and Clio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Boond to Clio integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Boond

Boond is a platform for IT & consulting firms. Tech-powered, data-driven, performance-focused. Work Smart, Grow Fast.

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Boond and Clio to power AI-driven automation

Launch your first automated workflow

Create new Boond companies from Clio activities

Create new Boond companies from Clio activities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Boond and Clio to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Boond to Clio on the world's largest no-code automation platform